Create a List of Contacts

Group Contacts into Lists 

You can filter contacts in CallAction using tags, phone numbers, users, etc. and add contacts into a list. You can use these lists to apply a bulk action like adding tags, applying a drip campaign or use the as a call list for the built in sales dialer. 

Basic Workflow for Adding Contacts to List

• Filter Contacts / Conversations

• Click Create List

• Saves List Automatically

You can then apply a bulk Action to list of saved filtered Contacts.

Add Contacts to a List

1. Login to CallAction

2. Click on Conversation view

3. Filter contacts / conversations

4. Click Create List

5. Enter a Name for the filtered list

6. Click X or apply an action.

Done, contacts now saved to a list.  Learn more about applying an action to a list.

Accessing Your Lists

You can access your saved segmented lists from two places.

• Conversation view, click List button

• Inside Tools, click List

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